Manifestly: A Checklist App for Teams

Business Continuity Planning Checklist

Preparation

Identify mission-critical functions and processes.

Identify any dependencies on external services and suppliers.

Develop a business impact analysis identifying the potential risk and impact of an interruption in service.

Review existing business continuity plans (BCPs) and update as necessary.

Develop and/or update a BCP, including a plan for system recovery and data backups.

Ensure any plan includes contingencies for key personnel in the event of an emergency.

Identify and document any necessary resources, such as alternate work sites, off-site storage, and communication systems.

Identify necessary training for personnel in the event of an emergency.

Test and verify the BCP to ensure effectiveness.

Implementation

Develop a communication plan to notify personnel and stakeholders of an emergency.

Train personnel in the BCP.

Ensure the necessary resources, such as alternate work sites, off-site storage, and communication systems, are available and operational.

Implement the BCP in the event of an emergency.

Monitoring

Monitor the effectiveness of the BCP on an ongoing basis.

Evaluate the BCP and make necessary updates.

Review and update the BCP periodically.

Ensure personnel are adequately trained in the BCP.

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Contract Management Checklist

Contract Creation

Obtain contract templates.

Ensure compliance with applicable laws and regulations.

Identify contract parties and signatories.

Negotiate terms and conditions.

Draft and finalize contract documents.

Execute contract documents.

Contract Administration

Record contract information in project management software.

Monitor contract performance.

Track changes and amendments.

Manage contract disputes.

Assess breach of contract.

Update contract documents.

Renew or terminate contracts.

Contract Closure

Finalize contract performance.

Prepare closure reports.

Verify contract completion.

Close contract in project management software.

File and archive contract documents.

Dispose of relevant contract materials.

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Financial Management Checklist

Financial Planning

Establish financial goals

Establish a budget

Establish capital expenditure plan

Establish cash flow plan

Establish a financial performance measurement system

Financial Reporting

Establish a financial reporting system

Establish a system to track expenses

Establish a system to track payments

Establish a system to track receivables

Establish a system to track liabilities

Risk Management

Establish a system to identify and manage financial risks

Establish a system to monitor and manage financial assets

Establish a system to monitor and manage financial liabilities

Establish a system to monitor and manage investments

Establish a system to monitor and manage cash flow

Financial Controls

Establish a system to monitor and manage financial compliance

Establish a system to monitor and manage financial fraud

Establish a system to monitor and manage financial security

Establish a system to monitor and manage financial systems

Establish a system to monitor and manage internal financial controls

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New Hire Onboarding Checklist

General Information

Employee's name

Job title

Start date

Employee Paperwork

Employment contract

Confidentiality agreement

Tax forms

Direct deposit information

Computer and Technical Setup

Desk setup

Computer access

Software access

Email account

Network access

Benefits

Health insurance

Dental insurance

Vision insurance

Retirement plan

Training

Orientation

Department/role specific training

Safety training

Company policies and procedures

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Performance Review Checklist

General Performance

Completion of assigned tasks

Quality of work

Attention to detail

Initiative/creativity

Ability to work as part of a team

Respond to feedback

Time management

Leadership

Ability to delegate

Ability to manage conflict

Ability to motivate others

Ability to inspire

Ability to develop team skills

Ability to make decisions

Communication

Ability to listen

Ability to communicate clearly

Ability to create reports and presentations

Ability to give constructive feedback

Ability to receive feedback

Ability to provide support to others

Problem Solving

Ability to identify and analyze problems

Ability to develop solutions

Ability to work through solutions

Ability to make improvements

Ability to adapt to change

Ability to manage risks

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Pre-Employment Checklist

Background Check

Verify identity

Verify education

Verify work history

Verify references

Conduct criminal background check

Conduct credit background check

Skills Assessment

Conduct computer-based assessment

Conduct technical interview

Conduct personality assessment

Drug Testing

Verify prescription medications

Conduct urine drug test

Conduct hair follicle test

Other Assessments

Assess mental health

Assess physical health

Assess medical history

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Project Management Checklist

Project Initiation

Gather stakeholders

Write project charter

Create project timeline

Set budget

Project Planning

Develop project plan

Identify resources and roles

Create communication plan

Establish project milestones

Define success criteria

Create project risk plan

Project Execution

Develop project deliverables

Manage project resources

Monitor project progress

Evaluate deliverables

Identify changes

Manage risks

Project Closure

Complete project deliverables

Finalize project budget

Conduct post-implementation review

Gather lessons learned

Close out project

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Regulatory Compliance Checklist

IT & Cybersecurity

Maintain an up-to-date inventory of all software & hardware

Ensure appropriate access controls are in place

Implement security measures such as firewalls, antivirus, encryption

Monitor & audit user & system activity

Data Protection & Privacy

Identify & protect all personal data

Establish data retention policies

Ensure data is backed up & secured

Enforce data protection laws & regulations

Environmental Compliance

Minimize environmental impact

Adhere to environmental laws & regulations

Implement waste & emissions management systems

Develop & maintain a sustainability program

Health & Safety

Conduct regular safety inspections

Ensure equipment is regularly serviced & maintained

Provide safety training to employees

Implement safety protocols & procedures

Ethical Practices

Ensure compliance with ethical standards

Enforce anti-corruption laws & regulations

Implement a code of conduct & ethical guidelines

Monitor & report on any unethical practices

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Strategic Planning Checklist

Vision

Identify the organization's mission and core values

Develop a clear vision for the organization

Set measurable goals

Objectives

Define key objectives that will help the organization to achieve its vision

Establish timelines for objectives

Identify resources needed to support objectives

Strategies

Determine strategies for achieving objectives

Assign tasks and responsibilities to individuals or teams

Review and adjust strategies as needed

Execution

Develop an implementation plan

Monitor progress and adjust plans as needed

Track and measure success

Communication

Establish a communication strategy

Schedule regular updates to stakeholders

Create an internal communication plan to ensure everyone is on the same page

Evaluation

Set up an evaluation system to measure progress

Review and adjust strategies as needed

Celebrate successes and learn from failures

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Termination Checklist

Pre-Termination Checklist

Review Employee File

Verify Eligibility for Benefits

Ensure Proper Notifications

Confirm Termination Date

Post-Termination Checklist

Collect Company Property

Update Records

Prepare Final Paycheck

Notify Benefits Providers

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Training and Development Checklist

Employee Development

Establish individual development plans with employees

Provide clear feedback and expectations

Encourage open communication and collaboration

Leadership Training

Encourage employees to take on leadership roles

Provide opportunities for leadership development

Provide mentorship and coaching to employees

Technical Skills Training

Identify skill gaps and areas for improvement

Provide employees with access to technical resources

Encourage employees to attend technical conferences and workshops

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Free Checklist Templates for Engineering

Business Continuity Planning Checklist

Preparation

Implementation

Monitoring

Contract Management Checklist

Contract Creation

Contract Administration

Contract Closure

Financial Management Checklist

Financial Planning

Financial Reporting

Risk Management

Financial Controls

New Hire Onboarding Checklist

General Information

Employee Paperwork

Computer and Technical Setup

Benefits

Training

Performance Review Checklist

General Performance

Leadership

Communication

Problem Solving

Pre-Employment Checklist

Background Check

Skills Assessment

Drug Testing

Other Assessments

Project Management Checklist

Project Initiation

Project Planning

Project Execution

Project Closure

Regulatory Compliance Checklist

IT & Cybersecurity

Data Protection & Privacy

Environmental Compliance

Health & Safety

Ethical Practices

Strategic Planning Checklist

Vision

Objectives

Strategies

Execution

Communication

Evaluation

Termination Checklist

Pre-Termination Checklist

Post-Termination Checklist

Training and Development Checklist

Employee Development

Leadership Training

Technical Skills Training

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